FEDIXClient groups & org charts
Group org charts
Draw a visual org chart of a group, with positions, notes and supporting nodes, or generate one from recorded relationships.
The problem it solves
Complex ownership structures are hard to explain to staff and clients in words.
How it works
- Open the group and choose the org chart.
- Generate a starting chart from the relationships, or build it by hand.
- Add positions, notes and supporting nodes, and share it with the team or client.
What your practice gets
- Ownership structures that anyone can understand.
- Generated from relationships you already record.
- A visual aid for advice meetings.
Questions accountants ask
Can the chart be generated automatically?
Yes. A chart can be generated from the group's relationships, then adjusted.
Can I add notes?
Yes. Positions, notes and auxiliary nodes can be added.
Who is it for?
Staff who need to understand the structure and clients you are advising.
Related features
Features that work alongside group org charts.
Client groups
Group related clients such as a family or a business group, and create, merge, split or dissolve groups as structures change.
VideoGroup health and ATO summary
Score the health of a client group, flag anomalies and summarise the ATO position across every member.
Group fee summary
See fees and billing for a whole client group in one aggregated summary.
Group cloud folder
Link one shared cloud folder to a client group so group documents sit together.
Group status reports
A live status report for each group, with a PDF version and scheduled emails so partners see where every group stands.
See it working in your practice.
Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.